Concurrent Investment Advisors »

Ishares Tr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (EVUS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 7.2k 32.04

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Envestnet Portfolio Solutions
Park Avenue Securities
Jpmorgan Chase & Co
Lido Advisors
Cetera Investment Advisers
CWM
Janney Montgomery Scott
Mml Investors Services
Assetmark
SageView Advisory Group
One Wealth Advisors
Perigon Wealth Management
Resources Investment Advisors

View all funds holding Ishares Tr